Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,963 | $78,682+80.4% | $109,188+30.0% | $85,851+65.4% |
| Participation rate | 36.7% | 68.3%-31.6pp | 75.9%-39.2pp | 69.3%-32.7pp |
| Annual return | 25.75% | 25.09%+0.7pp | 25.76%0pp | 318.63%-292.9pp |
| Employer contribution / active EE | $694 | $2,734-74.6% | $3,723-81.4% | $2,565-73.0% |
| Participant deferral / active EE | $1,484 | $3,468-57.2% | $4,654-68.1% | $3,952-62.5% |
| Admin fee / account holder | $363 | $5,470-93.4% | $6,755-94.6% | $6,261-94.2% |